A rebranded corporate identity, including a new trading website for brokers and IFAs
What are your plans at Freedom for Intermediaries this year?
This is an exciting time for us as we recently rebranded to Freedom for Intermediaries, part of the Freedom Finance brand. We feel Freedom’s new corporate identity will offer a more streamlined and enhanced service for our customers and it underscores the importance we place on having robust processes. Freedom Finance wants to enable advisers to find the best outcomes for customers and their individual financial circumstances.
Over the past year we have been preparing for the implementation of the Mortgage Credit Directive. We focused on training our team, recruiting the right talent and updating our processes to ensure we and all our intermediaries were fully ready for the regulatory changes. We are confident that the new Freedom for Intermediaries website will ease this process considerably.
Our long-term aims are to grow and to become a one-stop shop for our users. If a customer has a lending requirement, we want to be able to source that loan for them. Our product offering is growing consistently, especially around alternative products such as bridging, business, commercial and asset finance loans.
Can you tell us more about your new trading website for brokers and IFAs?
We currently serve over 2,000 intermediaries so we enriched our mobile-compatible service with increased efficiency and functionality for sourcing loan quotes.
Part of the site is now dedicated to live case tracking to enable intermediaries to check on a customer’s progress. There is a quick-quote calculator and advisers can create suitability letters and full details of all offers for their files.
Our new website offers a wide range of loan solutions, including bridging, commercial and buy-to-let, as well as second charge mortgages. Brokers can also use the site to find up-to-date news on regulation and the market, educational webinars and client case studies that will help them spot opportunities for their customers.
As a child, what was your dream job?
Since I was a little girl I have loved everything to do with horses; I was a keen showjumper when I was younger. I have always had an interest in animals and would have been very happy mucking out horses for the rest of my life. Unfortunately, that would not have paid the bills.
Do you have any secret talents?
Not really. Well, they aren’t secret anyway.
What is the best advice you have ever received?
I started at Freedom Finance in May 2003, which was my first role in the financial services industry, proving that, if you have a passion for a topic, you should not let a lack of experience get in the way.
I believe that, if someone has the right personality, you can teach them the skills for the job. My mantra is to never give up and never believe that failure is an option.
Who is your all-time hero, and why?
My dad. He has taught me a lot over the years and I aspire to be as successful as him while being kind to everyone along the way. My dad has been in financial services for many years so maybe it was fate that I followed in his footsteps.
If you were not in your current role, what would you like to be doing?
I would probably choose to be abroad, somewhere hot, travelling and working along the way. I have always dreamed of teaching scuba diving in an exotic location. Thailand, perhaps.